Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$121K Buy
535
+300
+128% +$67.9K 0.05% 179
2025
Q1
$39K Buy
235
+55
+31% +$9.13K 0.02% 259
2024
Q4
$35.5K Buy
180
+80
+80% +$15.8K 0.02% 250
2024
Q3
$17.4K Hold
100
0.01% 310
2024
Q2
$17.4K Buy
+100
New +$17.4K 0.01% 299
2024
Q1
Sell
-800
Closed -$83.2K 511
2023
Q4
$83.2K Hold
800
0.04% 168
2023
Q3
$69.5K Hold
800
0.04% 175
2023
Q2
$80.7K Sell
800
-50
-6% -$5.05K 0.04% 165
2023
Q1
$79.1K Hold
850
0.05% 178
2022
Q4
$63.3K Buy
850
+800
+1,600% +$59.6K 0.04% 198
2022
Q3
$3K Hold
50
﹤0.01% 412
2022
Q2
$4K Hold
50
﹤0.01% 425
2022
Q1
$5K Hold
50
﹤0.01% 391
2021
Q4
$6K Hold
50
﹤0.01% 377
2021
Q3
$6K Hold
50
﹤0.01% 350
2021
Q2
$6K Hold
50
﹤0.01% 330
2021
Q1
$6K Buy
+50
New +$6K ﹤0.01% 326